Tax Solutions

The 2017 tax filing season is now underway. There is no charge for an initial mini-consult by telephone or video call. Call or text to 856-237-9199 to get started with fast, secure, online tax filing with personal professional attention. 

Personal & Professional Tax Services

Whether you need help with filing, an audit, or reducing your taxes, our secure remote online tax services for individuals, businesses, nonprofits organizations and estates help save you time and money. Service is personally and professionally provided by you own CPA.

Stand-alone or combined with other services

My tax services are often combined with other tax planning, accounting or financial planning as a natural extension of that work. A common goal of this combined work is to cut federal income tax liabilities over the long term.

Secure remote service

Tax preparation and representation work is conducted remotely with documents uploaded to a secure web portal. Most tax returns are filed electronically. The focus of this business model is to increase the value of the service offered through savings of time and money that is passed on to clients.

Written agreement

Service is offered through a clear tax services agreement that includes the scope of service, timing, limitations and price. There is no quesswork required to know what to expect from this service.


Average fee for individual return is $176 (two W2, one state, no itemization). Actual fee is based on average industry rates for tax preparation as published by the National Society of Accountants. These are not necessarily always the exact rates I charge but the reference is provided as a benchmark to compare and contrast pricing. This pricing assumes that cost cutting measures specified in the agreement are followed.

Start early and avoid the late season rush

Rates are lower and the pace of service is more relaxed outside of the tax season rush. After March 20 a higher rate and special timing provisions applies to ensure timely completion and filing without sacrificing quality and personal service.


This short video (even though it is a year old) introduces the tax service and the preparation steps that will make your tax filing move more smoothly.


Need more information? Please let me know how to reach you for a free consultation. I serve clients across the country by phone or Skype or can meet in person in the Philadelphia region. Your contact information is not shared with anyone.

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